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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
APTFM
751
AGUR Provident & Training Funds Management
Israel
$5.12M
ETC
752
Exchange Traded Concepts
Oklahoma
$5.1M +$2.24M +37,310 +88%
SSI
753
Scott & Selber Inc
Texas
$5.07M -$12K -200 -0.3%
EWA
754
Exencial Wealth Advisors
Oklahoma
$5.07M +$264K +4,390 +6%
BWAM
755
Boyd Watterson Asset Management
Ohio
$5.06M -$37.9K -630 -0.8%
MCM
756
McKinley Capital Management
Alaska
$5.03M -$108K -1,800 -2%
OLA
757
Oliver Luxxe Assets
New Jersey
$5.01M -$143K -2,370 -3%
LFAS
758
Level Four Advisory Services
Texas
$4.97M -$717K -11,920 -13%
LNWWM
759
Laird Norton Wetherby Wealth Management
California
$4.97M +$274K +4,550 +6%
EWM
760
Empirical Wealth Management
Washington
$4.93M -$159K -2,640 -3%
OIA
761
OneDigital Investment Advisors
Kansas
$4.9M +$176K +2,920 +4%
CI
762
CX Institutional
Indiana
$4.9M +$686K +11,400 +18%
FTDI
763
First Trust Direct Indexing
Massachusetts
$4.87M +$226K +3,760 +5%
1WA
764
180 Wealth Advisors
Washington
$4.84M -$155K -2,580 -3%
RWM
765
RBA Wealth Management
California
$4.84M +$358K +5,950 +9%
DAS
766
Dynamic Advisor Solutions
Arizona
$4.84M +$294K +4,880 +7%
FRA
767
Front Row Advisors
California
$4.83M -$77.6K -1,290 -2%
CG
768
Cutler Group
California
$4.82M +$4.52M +75,080 New
MCM
769
Moore Capital Management
New York
$4.81M +$4.51M +75,000 New
FFA
770
First Foundation Advisors
California
$4.79M +$25.9K +430 +0.6%
A
771
AustralianSuper
Australia
$4.79M +$4.49M +74,670 New
HC
772
Hourglass Capital
Texas
$4.79M -$108K -1,800 -2%
AA
773
ALPS Advisors
Colorado
$4.77M -$425K -7,070 -9%
NONA
774
Ninety One North America
New York
$4.77M -$3.28M -54,510 -42%
HCA
775
Harbour Capital Advisors
Virginia
$4.76M +$57.2K +950 +1%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.